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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,776 | $162,967+101.1% | $135,792+141.4% | $138,895+136.0% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.6%-22.6pp | 79.9%-29.9pp |
| Annual return | 14.66% | 30.08%-15.4pp | 25.96%-11.3pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,460 | $4,211-65.3% | $3,496-58.2% | $4,194-65.2% |
| Participant deferral / active EE | $5,402 | $5,640-4.2% | $4,759+13.5% | $6,396-15.5% |
| Admin fee / account holder | $3,711 | $15,306-75.8% | $12,266-69.7% | $12,562-70.5% |